29 CFR Part 4044, Appendix C to Part 4044 - Loading Assumptions

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There are 4 Updates appearing in the Federal Register for 29 CFR 4044. View below or at eCFR (GPOAccess)
View PDF at GPO Pt. 4044, App. C
Appendix C to Part 4044—Loading Assumptions
If the total value of the plan's benefit liabilities (as defined in 29 U.S.C. § 1301(a)(16)), exclusive of the loading charge, is— The loading charge equals—
greater than but less than or equal to
$0 $200,000 5% of the total value of the plan's benefits, plus $200 for each plan participant.
$200,000 $10,000, plus a percentage of the excess of the total value over $200,000, plus $200 for each plan participant; the percentage is equal to 1% [(P%−7.50%)/10], where P% is the initial rate, expressed as a percentage, set forth in appendix B of this part for the valuation of benefits.
[61 FR 34059, July 1, 1996, as amended at 65 FR 14753, Mar. 17, 2000]

Title 29 published on 2013-07-01

The following are only the Rules published in the Federal Register after the published date of Title 29.

For a complete list of all Rules, Proposed Rules, and Notices view the Rulemaking tab.

  • 2014-03-18; vol. 79 # 52 - Tuesday, March 18, 2014
    1. 79 FR 15009 - Allocation of Assets in Single-Employer Plans; Benefits Payable in Terminated Single-Employer Plans; Interest Assumptions for Valuing and Paying Benefits
      GPO FDSys XML | Text
      PENSION BENEFIT GUARANTY CORPORATION
      Final rule.
      Effective April 1, 2014.
      29 CFR Parts 4022 and 4044

Title 29 published on 2013-07-01

The following are ALL rules, proposed rules, and notices (chronologically) published in the Federal Register relating to 29 CFR 4044 after this date.

  • 2014-04-02; vol. 79 # 63 - Wednesday, April 2, 2014
    1. 79 FR 18483 - Title IV Treatment of Rollovers From Defined Contribution Plans To Defined Benefit Plans
      GPO FDSys XML | Text
      PENSION BENEFIT GUARANTY CORPORATION
      Proposed rule.
      Comments must be submitted on or before June 2, 2014.
      29 CFR Parts 4001, 4022, and 4044